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Showing posts with the label Don Hays

IB Net Payout Yields Model

Disturbing Videos on the Market

Most people will probably find these videos normal. In fact, one can probably see similar clips 100x a day. What disturbes me is how the media has become so conditioned to a down market. How the Bloomberg reporter almost appears uncomfortable interviewing a bullish guest. One that uses a proprietary system to trigger when he is bullish or bearish. Not a raging bull that never flips depending on the market conditions. The other video is disturbing because the host and the analysts appear to blow off todays rally as if its all smoke and mirrors. They have a very strange mindset that stock markets never goes up. Not one of fighting history. True the market could slump in 2012 before the inevitable rally. Does anyone doubt that it will eventually be higher whether 2013, 2015, or 2020? An likely much higher considering the current PE ratios and earnings will undoubtedly continue ramping year after year. Don Hays on Bloomberg: FastMoney analyst Louise Cooper: ...

Hays Advisory's Bullish Codes

Great video from Don Hayes of Hays Advisory. Don and his team does one of the best jobs of translating market data into actionable information. Whats important about his information is that it shows the real picture of whether the market is too bullish or bearish. Whether valuations are attractive. Or whether the Fed is a headwind or tailwind to the economy. According to his latest readings, the market is in a very attractive position for stocks as valuations remain extremely attractive and the monetary conditions are very positive. His only concern is psychology was too bullish leaving April, but that now appears cleared up with the drop in May. Check out the video below: